WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 33 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $147,264,586 | -2.5% | 4,599,143 | +4.8% | 0.02% | 0.0% |
| Q2 2023 | $150,981,792 | -2.0% | 4,387,730 | -3.5% | 0.02% | -11.8% |
| Q1 2023 | $153,994,999 | +28.7% | 4,546,648 | +16.3% | 0.02% | +21.4% |
| Q4 2022 | $119,638,971 | +133.7% | 3,908,493 | +100.9% | 0.01% | +100.0% |
| Q3 2022 | $51,184,000 | -8.1% | 1,945,433 | +3.5% | 0.01% | 0.0% |
| Q2 2022 | $55,694,000 | -15.2% | 1,880,270 | +4.5% | 0.01% | -22.2% |
| Q1 2022 | $65,655,000 | +9.8% | 1,799,260 | +20.0% | 0.01% | +28.6% |
| Q4 2021 | $59,805,000 | +40.4% | 1,499,260 | +34.1% | 0.01% | +16.7% |
| Q3 2021 | $42,583,000 | +79.3% | 1,118,252 | +87.4% | 0.01% | +100.0% |
| Q2 2021 | $23,752,000 | +55.0% | 596,788 | +44.4% | 0.00% | +50.0% |
| Q1 2021 | $15,323,000 | +52737.9% | 413,249 | +52745.1% | 0.00% | – |
| Q4 2020 | $29,000 | +16.0% | 782 | 0.0% | 0.00% | – |
| Q3 2020 | $25,000 | – | 782 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Capital Management, LLC | 1,420,875 | $51,847,000 | 2.74% |
| Cornerstone Wealth Management, LLC | 423,680 | $15,460,000 | 1.50% |
| CGN Advisors LLC | 156,987 | $5,728,000 | 1.43% |
| STRINGER ASSET MANAGEMENT, LLC | 21,267 | $776,000 | 1.33% |
| Empirical Asset Management, LLC | 29,287 | $1,069,000 | 1.02% |
| Mendel Money Management | 18,098 | $660,000 | 0.32% |
| Sharkey, Howes & Javer | 30,056 | $1,097,000 | 0.25% |
| Astoria Portfolio Advisors LLC. | 7,391 | $270,000 | 0.21% |
| OLD MISSION CAPITAL LLC | 191,868 | $7,001,000 | 0.20% |
| Lansing Street Advisors | 8,315 | $301,000 | 0.19% |